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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,904 | $125,237-34.6% | $105,608-22.4% | $145,877-43.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.72% | 225.76%-212.0pp | 116.50%-102.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,813 | $3,720-51.3% | $3,167-42.8% | $4,663-61.1% |
| Participant deferral / active EE | $2,266 | $5,711-60.3% | $5,010-54.8% | $6,691-66.1% |
| Admin fee / account holder | $2,228 | $17,287-87.1% | $11,028-79.8% | $13,402-83.4% |